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Fixed Assets CS Support

Open a client

You can open any of the last 9 clients you accessed from the Recent Activity section on the homepage.
  1. Select
    File
    , then
    Open Client
    , or select the
    Open Client
     Open Client button with an open folder icon. on the toolbar.
    note
    The last client you accessed is shown on the
    File
     menu and up to 8 other recently processed clients are listed under More Recently Used.
  2. If your firm has multiple data locations, verify that the
    Data location
     is correct.
  3. In the
    Open Client
     window, highlight the client.
    note
    To find a client, enter the 1st few characters of the client's ID in the search field, or select the
    Name
     column heading and enter the 1st few characters of the client's name.
  4. Select
    Open
    .
    note
    • You may need to enter the client's password.
    • Fixed Assets CS may open the
      Warning - Status System
       window if you've set it up and there's a warning for this client.
    The
    Asset List
     window opens, with the assets for the client you opened displayed.
  5. Select a column heading to sort the client listing by
    Client ID
    ,
    Name
    ,
    Entity
    , or
    Client Status
    .
  6. Use the
    Focus
     group box to limit the list of clients by entity type or status event.

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